INVST’s SLM Corp SLM Stock Holding History

INVST’s Portfolio SLM Stock Details SLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-40,896	Closed	-$1.13M	–	324
2024 Q4	$1.13M	Buy	40,896 +703	+2%	+$17.4K	0.14%	103
2024 Q3	$919K	Buy	40,193 +193	+0.5%	+$4.16K	0.11%	115
2024 Q2	$828K	Buy	40,000 +2,176	+6%	+$45.8K	0.09%	120
2024 Q1	$807K	Buy	+37,824	New	+$754K	0.1%	123

Other funds holding SLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

INVST's SLM Position: Q1 2025 in Review

INVST sold out of SLM Corp (SLM) in Q1 2025, closing a stake of 40,896 shares — an estimated $1.13M sold.

INVST first reported a position in SLM in Q1 2024 and held it in 4 quarters. The position peaked at $1.13M in Q4 2024. 397 funds tracked by Wall St. Rank hold SLM as of Q1 2025.

INVST reported no remaining SLM Corp position as of Q1 2025 after selling out during the quarter.
INVST sold 40,896 SLM Corp shares in Q1 2025, an estimated $1.13M.
INVST first reported a position in SLM Corp in Q1 2024 and held it in 4 quarters.
INVST's SLM Corp position peaked at $1.13M in Q4 2024.
397 funds tracked by Wall St. Rank held SLM Corp as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.